Yu Share Discussion Threads

[placingalert] 27/6/2022 14:25

Like I said Go read the papers Massive increase in bankruptcies Businesses out there are struggling in fact your very own beloved YU started to mention BAD DEBT

[placingalert] 27/6/2022 14:25

Really You believe in turnover and fake ebitda I believe in cold hard profit and cash generation

[placingalert] 27/6/2022 14:23

Go read the papers Massive increase in bankruptcies Business is struggling in fact your very own beloved YU started to mention BAD DEBT

[sparky333] 27/6/2022 14:21

Please explain why this stock is one of worst companies in AIM.Since 2018Turnover has tripledNow in profitNo debt Client base up 4 fold Cash in the bank Grown through 3 global crisis and in the 4th crisis and regardless have a 32b addressable market to tap which they only have 0.5% off to date

[sparky333] 27/6/2022 14:14

I would like to know how you get these facts Because everything you have stated is not based on facts but your opinion, because you have no idea of YUs client list and new business performance. People like you are very dangerous and in fact should be reported for most information.

[sparky333] 27/6/2022 14:10

One of the Worst company on Aim You are seriously deluded.

[sparky333] 27/6/2022 14:09

TW and his amazing buy Kefi, says it all

[placingalert] 27/6/2022 13:56

Imo New day and more bankruptcies news customers base is shrinking, bad debt is piling, fully expecting Deeply discounted placing RNSanyday

[sparky333] 26/6/2022 20:43

We find out very shortly, funny how records quarters and records bookings are being set by staff members on the twitter feed. It's all in black and white if anyone bothered to read thingsLet's see shall we in a couple of weeks

[1hectors house] 26/6/2022 15:50

Non domestic switching down in April 2022 vs 2021 by c.20k. So acquisition numbers will be impacted especially for small suppliers like yu.

[sparky333] 26/6/2022 11:26

Rainbow stocks are finished for the next 24 to 36 months, boring stocks will be multibaggers It is all cyclical every 10 years or so.

[sparky333] 26/6/2022 11:24

Energy and food are the safe bets going forward. Even inflation has little affect it is actually a positive along with the high energy prices YUs turnover will sky rocket this year as energy costs have soared yet overheads are stable and margins are improving constantly gross margins will be at or over 10% and when the turnover Soars and margins are maintained or improved do the maths.Big numbers this year and especially the clients not on a contract which there are a lot who do not want to lock in a 1-3 year deal at current high levels this are cash cows to YU.

[sparky333] 26/6/2022 11:21

People talk as if UK PLC is dead, really been through dot com crash, banking crash and now this.It's all the same 2-3 years and the weak die especially high debt and companies that constantly need cash DDDD a prime example on Friday. Strong companies with no debt and ina sector regardless of a recession the commodity is still needed thrive ie energy.YU have a captive 32b addressable market to tap into regardless of world events.Not many companies fit this model look at centrica 3 year high. Cash flows regardless

[sparky333] 26/6/2022 11:18

Wasn't being rude just a silly question if people kept up with latest numbers from the company.I do apologise if I cause offence as not intended that way I just get frustrated with the lies on this board like the fund raising which is a blatant lie and has been for 5 years and YU is still here and no fund raising even after c19 and the energy crisis.People need to wake up this is a tightly run outfit and growing very fast even during 3 once in a lifetime events, pandemic, energy crisis and now war with the 4th underway recession.Yes bad debt will exist no doubt about it but why should YU be different to any other in the sector

[1hectors house] 26/6/2022 09:31

No need to be rude

[sparky333] 26/6/2022 08:46

Very large and growing forward contracted book.Current Trading-- Good revenue visibility with significant forward contracted revenues book in excess of GBP290m.I expect this will be even higher when the H1 numbers come out. This company is heading to 500m per annum turnover in the next 2-3 years.

[sparky333] 26/6/2022 08:24

Do I really have to answer you second point as a silly question tbh.

[sparky333] 26/6/2022 08:12

What are you talking about 2-3% in the industry norm if you bothered to read the annual report Bad debt has traditionally been 0.9% but being risk adverse they are moving to industry norm of 2-3% So possibly a surprise on this if it comes in less are YU are very good at cash collection. Also retail are going to feel the pain far worse than business and YU has protection as an extremely diverse portfolio of clients from health care to local authorities it isn't just pubs and restaurants

[1hectors house] 25/6/2022 17:07

Cool. I missed that. 2-3% bdc is quite high for a relatively low portfolio. Octopus published around that figure for their 1m + portfolio.

One point of clarification that would help me. Does anyone know what percentage of bookings convert into actuals? So the site goes live and the annual consumption is realised.

[sparky333] 25/6/2022 12:44

We expect bad debt provisions to remain 2-3% each year, and NCC to grow to 7.1% and 7.4% in 2022E and 2023E.In black and white from the company. So let's see the actual bad debts going forward

[sparky333] 25/6/2022 12:42

Shall I make this very clear because none of you do research Cash generation from operations is expected to increase in the coming years. A net decrease in cash in 2021 was the direct result of investment in capital expenditure. YUG's cash balances are stable, with deferred VAT payments during COVID being repaid, as well as accruals for the energy supplier mutualisation payments being recognised and paid. Working capital movements have increased with a step-up in revenue combined with increased commodity prices towards the end of 2021. The Group remains in a solid position going into 2022E, with strong cash collection conversion and declining bad debt levels.

[daveboy19] 24/6/2022 19:40

Naughty Old Hector.